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ANCHOR WEALTH MANAGEMENT, LLC
CRD 287635 · SEC 801-110182
9891 IRVINE CENTER DRIVE, SUITE 170, IRVINE, CA, 92618-4319, United States
Phone
949-988-7382
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$98.4M
Discretionary AUM
$98.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $16.8M |
| High net worth individuals | 48 | $81.6M |
All web addresses on file
Official SEC filing: View on IAPD